As a group manager: How to create and manage a group (VO)¶
Check if you need a VO¶
You may need a so-called “virtual organisation” (VO), if you
- want to manage multiple users, in hierarchical groups, for multiple services, and/or
- want to include users outside of Helmholtz.
This comes with a bit of overhead. Simple shares via links etc. may be more handy, depending on your use case.
Request your VO¶
- We need the following basic infos to create your new VO. Send this to support@hifis.net:
- A name of the VO/group (replace whitespaces with underscores)
- A very brief description of purpose (one sentence)
- At least one responsible person from Helmholtz who is to take care of the overall group and its members
- Note: that management rights can also be further delegated or distributed within the group, where needed
- Optional: An acceptable use policy, binding joining users to a specific purpose. Templates here: odt / pdf.
- More detailed information on the process is here.
- You need 2nd factor authentication (2FA) for group management:
- If your center already asks for a 2nd factor authentication (2FA) during login:
Perfect, you can skip this step. - Otherwise, you need to explicitly set 2FA for group management:
- Log in at https://login.helmholtz.de/home/
- Tab “Sign-In”.
- Do not click on “Enable two-step authentication if possible”, as it is unneeded for this purpose.
- Go to “One time password”.
- Scan the QR code with an appropriate 2FA app, and confirm.
- If your center already asks for a 2nd factor authentication (2FA) during login:
Managing your new VO¶
- Once the group/VO is created, we will contact you.
- Ensure proper authorization / access for your group at the service(s) of interest:
- Most likely, you (or any other group member) need to (re-) log in once to the service, in order to register the new VO/group there.
- Contact the service owner (default: support@hifis.net) to grant access to the new group.
- Invite people:
- Log in to the group management endpoint at https://login.helmholtz.de/upman/, with 2FA.
- Invite your users via Tab “Invitations” and adding their emails. Wait for invitations to be sent (progress bar on top of screen).
- Optionally manage subgroups and delegate responsibilities, as described here.
- Instruct your users by pointing to the corresponding steps on how to join a group/VO.